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Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of their clients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?
What actions can a Wealth Advisor take from the Life Events card7
The Salesforce Admin at Lake Tahoe Wealth Management Company wants to ensure that the advisors at his firm can quickly see the most important client data in the Actionable Relationship Center (ARC). What must the Admin configure for each object to display the most important fields on the side panel of ARC?
Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)
The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flows and launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?
Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC). The Addams family are wealth management clients with the following relationships: * The wife and her husband are part of the Addams Household. The wife is the primary member, and together the couple run the Addams Charitable Trust. * The wife is also part of the Symonds Household with her father as the primary member. Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?
A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?
A financial services company is migrating a legacy customer relationship management system to Financial Services Cloud (FSC). The company is requesting that its consulting partner introduce specific customer interaction features mapped to its business processes. What should the consultant consider when introducing the FSC features?
What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)
Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?

Question 23 - Certified Financial Services Cloud discussion

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What steps does the Salesforce Administrator have to take to create a new Business Milestone Type?

A.
In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.
Answers
A.
In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.
B.
Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.
Answers
B.
Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.
C.
Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field
Answers
C.
Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field
D.
In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component
Answers
D.
In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component
Suggested answer: C

Explanation:

To create a new Business Milestone Type, you need to add a new picklist value on the Milestone Type field of the Business Milestone object. This field is used to categorize the different types of business milestones that can be tracked for a client. Verified

Reference: : Salesforce Financial Services Cloud Implementation Guide, page 57.

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asked 23/09/2024
Padraig Walsh
34 questions
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